LINDBROOK CAPITAL, LLC
CRD #155812 SEC #801-72193 CALABASAS, CA 424-208-8000
SEC Registered
Total AUM
$3.5B
Discretionary
$3.1B
Employees
10
Clients
101
Accounts
2,420
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $3.5B | $3.1B | $363.7M | 10 | 0 |
| Feb 2025 | $3.5B | $3.1B | $363.7M | 10 | 0 |
| Mar 2024 | $3.2B | $2.9B | $302.5M | 10 | 0 |
| Mar 2023 | $3B | $2.7B | $290M | 10 | 0 |
| Mar 2023 | $3B | $2.7B | $290M | 10 | 0 |
| Apr 2022 | $2.7B | $2.5B | $275M | 7 | 0 |
| Apr 2022 | $2.7B | $2.5B | $275M | 7 | 0 |
| Mar 2022 | $2.5B | $2.2B | $275M | 7 | 0 |
| Jan 2022 | $1.8B | $1.6B | $218.8M | 4 | 0 |
| Oct 2021 | $1.8B | $1.6B | $218.8M | 4 | 0 |
| Mar 2021 | $1.8B | $1.6B | $218.8M | 4 | 0 |
| Mar 2021 | $1.8B | $1.6B | $218.8M | 4 | 0 |
| Nov 2020 | $1.3B | $1.1B | $174M | 4 | 0 |
| Aug 2020 | $1.3B | $1.1B | $174M | 4 | 0 |
| Aug 2020 | $1.3B | $1.1B | $174M | 4 | 0 |
| Jun 2020 | $1.3B | $1.1B | $174M | 4 | 0 |
| May 2020 | $1.3B | $1.1B | $174M | 4 | 0 |
| Mar 2020 | $1.3B | $1.1B | $174M | 4 | 0 |
| Oct 2019 | $1.2B | $1B | $178.2M | 4 | 0 |
| Mar 2019 | $1.2B | $1B | $178.2M | 4 | 0 |
| Jun 2018 | $1.2B | $986.3M | $197.2M | 4 | 0 |
| Apr 2018 | $1.2B | $986.3M | $197.2M | 4 | 0 |
| Mar 2018 | $1.2B | $986.3M | $197.2M | 4 | 0 |
| Sep 2017 | $924.3M | $781.9M | $142.4M | 3 | 157 |
| Sep 2017 | $924.3M | $781.9M | $142.4M | 3 | 157 |
| Mar 2017 | $924.3M | $781.9M | $142.4M | 3 | 157 |
| Feb 2017 | $924.3M | $781.9M | $142.4M | 3 | 157 |
| Feb 2016 | $673.7M | $576.3M | $97.4M | 5 | 111 |
| Aug 2015 | $613M | $574.9M | $38.1M | 6 | 200 |
| Mar 2015 | $613M | $574.9M | $38.1M | 6 | 200 |
| Mar 2014 | $507M | $423.4M | $83.7M | 5 | 200 |
| Jan 2013 | $444.5M | $380.1M | $64.4M | 5 | 200 |
| Aug 2012 | $396M | $378.3M | $17.8M | 1 | 153 |
| Feb 2012 | $396M | $378.3M | $17.8M | 1 | 153 |
| Feb 2012 | $396M | $378.3M | $17.8M | 1 | 153 |
| Aug 2011 | $376.9M | $338.1M | $38.8M | 5 | -- |
| Jul 2011 | $376.9M | $338.1M | $38.8M | 5 | -- |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
| May 2011 | $0 | $0 | $0 | 5 | -- |
| Apr 2011 | $0 | $0 | $0 | 5 | -- |
| Apr 2011 | $0 | $0 | $0 | 5 | -- |
| Feb 2011 | $0 | $0 | $0 | 5 | -- |
| Feb 2011 | $0 | $0 | $0 | 5 | -- |
| Feb 2011 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$3.5B
Discretionary$3.1B
Non-Disc.$363.7M
Employees10
Clients0
DateFeb 2025
Total AUM$3.5B
Discretionary$3.1B
Non-Disc.$363.7M
Employees10
Clients0
DateMar 2024
Total AUM$3.2B
Discretionary$2.9B
Non-Disc.$302.5M
Employees10
Clients0
DateMar 2023
Total AUM$3B
Discretionary$2.7B
Non-Disc.$290M
Employees10
Clients0
DateMar 2023
Total AUM$3B
Discretionary$2.7B
Non-Disc.$290M
Employees10
Clients0
DateApr 2022
Total AUM$2.7B
Discretionary$2.5B
Non-Disc.$275M
Employees7
Clients0
DateApr 2022
Total AUM$2.7B
Discretionary$2.5B
Non-Disc.$275M
Employees7
Clients0
DateMar 2022
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$275M
Employees7
Clients0
DateJan 2022
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$218.8M
Employees4
Clients0
DateOct 2021
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$218.8M
Employees4
Clients0
DateMar 2021
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$218.8M
Employees4
Clients0
DateMar 2021
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$218.8M
Employees4
Clients0
DateNov 2020
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$174M
Employees4
Clients0
DateAug 2020
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$174M
Employees4
Clients0
DateAug 2020
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$174M
Employees4
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$174M
Employees4
Clients0
DateMay 2020
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$174M
Employees4
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$174M
Employees4
Clients0
DateOct 2019
Total AUM$1.2B
Discretionary$1B
Non-Disc.$178.2M
Employees4
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$1B
Non-Disc.$178.2M
Employees4
Clients0
DateJun 2018
Total AUM$1.2B
Discretionary$986.3M
Non-Disc.$197.2M
Employees4
Clients0
DateApr 2018
Total AUM$1.2B
Discretionary$986.3M
Non-Disc.$197.2M
Employees4
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$986.3M
Non-Disc.$197.2M
Employees4
Clients0
DateSep 2017
Total AUM$924.3M
Discretionary$781.9M
Non-Disc.$142.4M
Employees3
Clients157
DateSep 2017
Total AUM$924.3M
Discretionary$781.9M
Non-Disc.$142.4M
Employees3
Clients157
DateMar 2017
Total AUM$924.3M
Discretionary$781.9M
Non-Disc.$142.4M
Employees3
Clients157
DateFeb 2017
Total AUM$924.3M
Discretionary$781.9M
Non-Disc.$142.4M
Employees3
Clients157
DateFeb 2016
Total AUM$673.7M
Discretionary$576.3M
Non-Disc.$97.4M
Employees5
Clients111
DateAug 2015
Total AUM$613M
Discretionary$574.9M
Non-Disc.$38.1M
Employees6
Clients200
DateMar 2015
Total AUM$613M
Discretionary$574.9M
Non-Disc.$38.1M
Employees6
Clients200
DateMar 2014
Total AUM$507M
Discretionary$423.4M
Non-Disc.$83.7M
Employees5
Clients200
DateJan 2013
Total AUM$444.5M
Discretionary$380.1M
Non-Disc.$64.4M
Employees5
Clients200
DateAug 2012
Total AUM$396M
Discretionary$378.3M
Non-Disc.$17.8M
Employees1
Clients153
DateFeb 2012
Total AUM$396M
Discretionary$378.3M
Non-Disc.$17.8M
Employees1
Clients153
DateFeb 2012
Total AUM$396M
Discretionary$378.3M
Non-Disc.$17.8M
Employees1
Clients153
DateAug 2011
Total AUM$376.9M
Discretionary$338.1M
Non-Disc.$38.8M
Employees5
Clients--
DateJul 2011
Total AUM$376.9M
Discretionary$338.1M
Non-Disc.$38.8M
Employees5
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--